Crewe Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.31M	Buy	+132,739	New	+$8.31M	1.18%	20
2024 Q3	–	Sell	-28,697	Closed	-$1.68M	–	835
2024 Q2	$1.68M	Buy	+28,697	New	+$1.68M	0.19%	51